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Offset Mortgage — Finance by design
0412 218 065
Illustrative photograph of a workbench with notes and keys

Free practical guide

Self-Employed Home Loan Checklist

A preparation guide for the business and personal records a lender may request.

  • Confirm business structure and trading history
  • Gather recent tax returns and notices of assessment
  • Prepare financial statements and BAS where relevant
  • Explain significant changes or one-off expenses
  • Keep personal and business liabilities documented

Start here

Let’s talk about your next move.

No cost, no obligation — Chris and our team will be in touch.

Your details are kept private and used only to respond to your enquiry.

If you need assistance now, please call Chris on 0412 218 065 and he can help you work through the items directly.

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